Michael Thrasher

Conference co-chair Nevin Adams talks about who attends, who’s speaking and some things advisors might not know about it.

The New York Attorney General’s office has championed “Active Share” as a metric for investors to understand what value they’re getting out of their investment fund, but many in the industry, including the academic...

A survey by Pershing shows that advisors who move beyond investment management and offer clients expanded financial planning services aren’t feeling the pressure to reduce their fees.

Despite the wider #MeToo movement, many women in the financial advisory industry who have been sexually harassed are still reluctant to come forward and report the abuse.

The wealth manager worked with SigFig to develop its new digital platform.

CEO Jamie Dimon said the bank has only captured 1 to 4 percent of the market.

UIT Investing can offer research and a rating system similar to what advisors expect to find on other investments, such as mutual funds.

Merrill Lynch has dropped nine federal court cases it filed against former financial advisors to prevent them from arbitrating claims against the firm.